INNOVATOR ETFS TRUST

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BFRZ·45784N619·US·ETF-13D/G

BFRZ (INNOVATOR ETFS TRUST) is held by 15 institutional investors as of Q2 2026. Largest holders: Orion Porfolio Solutions, LLC ($6.8M), Kestra Advisory Services, LLC ($4.7M), ENVESTNET ASSET MANAGEMENT INC ($2.5M). Net institutional sentiment: Mixed.

15

Holders

(2 Elite)

$22.2M

Total Value

59% (17)

Consensus

10 buying - 7 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)85

Insider (Form 4)59

Activist (13D/13G)43

Congressional (STOCK Act)42

Holder Quality

13

★★★★★

Elite

33

★★★★

Strong

21

★★★

Solid

59

★★

Below

50

★

Weak

Held by 15 funds

2 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists Jan 6, 2026 · Congress none

ActivistBRBrookstone Capital Management, LLC4.5%Jan 6, 2026

View all activist filings

Top Holders

Top Holders (15)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
OPOrion Porfolio Solutions, LLC	Increased	253,350(+30.5%)	$6.8M	0.1%	+2.10%	34
Kestra Advisory Services, LLC	Decreased	172,167(-10.5%)	$4.7M	0.0%	+3.14%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	94,129(-79.1%)	$2.5M	0.0%	+3.70%	0
MML INVESTORS SERVICES, LLC	Increased	48,186(+82.8%)	$1.3M	0.0%	+1.94%	39
AXXCESS WEALTH MANAGEMENT, LLC	New	47,312	$1.3M	0.0%	+1.41%	35
OSAIC HOLDINGS, INC.	Increased	40,434(+37.5%)	$1.1M	0.0%	+2.01%	33
Cetera Investment Advisers	Increased	38,011(+1.7%)	$1M	0.0%	+2.49%	25
LPL Financial LLC	New	36,245	$979,702	0.0%	+1.41%	35
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	30,037(+64.2%)	$811,900	0.0%	+2.00%	36
MFMerit Financial Group, LLC	Increased	17,567(+0.1%)	$474,842	0.0%	+2.39%	24
FWFocus Partners Wealth	Unchanged	14,280	$385,988	0.0%	+2.39%	0
COMMONWEALTH EQUITY SERVICES, LLC	New	12,600	$340,580	0.0%	+1.41%	33
JANE STREET GROUP, LLC	Decreased	8,314(-76.5%)	$224,727	0.0%	+2.01%	0
AE Wealth Management LLC	Increased	7,011(+4.6%)	$189,507	0.0%	+2.35%	24
Farther Finance Advisors, LLC	Decreased	33(-100.0%)	$892	0.0%	+2.55%	0
UBS Group AG	Exited	0(-100.0%)	$36,614	0.0%	+0.97%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Exited	0(-100.0%)	$588,893	0.0%	+0.97%	0
MORGAN STANLEY	Exited	0(-100.0%)	$904,385	0.0%	+0.97%	0

BFRZINNOVATOR ETFS TRUST

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer